Rules based investing with Methodical Investment's David Kaiser
YAVP Episode #368
In this episode of Yet Another Value Podcast, host Andrew Walker speaks with David Kaiser, founder of Methodical Investments, a rules-based quantitative investment firm. David shares his journey from qualitative research to systematic value investing, explaining how structure, discipline, and data inform his approach. The conversation explores maintaining consistency amid evolving markets, the limits of AI, how to avoid pitfalls like melting ice cubes and governance traps, and why being different might still deliver alpha. They cover profitability screens, sector exposure, rule creation, and the timeless tension between sticking to principles and adapting to change.
This podcast is sponsored by AlphaSense.
One of the hardest parts of investing is seeing what’s shifting before everyone else does. For decades, only the largest hedge funds could afford extensive channel research programs to spot inflection points before earnings and stay ahead of consensus. Meanwhile, smaller funds have been forced to cobble together ad-hoc channel intelligence or rely on stale reports from sellside shops.
But channel checks are no longer a luxury - they’re becoming table stakes for the industry. The challenge has always been scale, speed, and consistency. That’s where AlphaSense comes in.
AlphaSense is redefining channel research. Instead of static, point-in-time reports, AlphaSense Channel Checks deliver a continuously refreshed view of demand, pricing, and competitive dynamics, powered by interviews with real operators - suppliers, distributors, and channel partners - across the value chain.
Check it out for yourself at alpha-sense.com/yavp
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Transcript for paid subs begins below (Note: in order to get these up quickly, I post an AI generated transcript alongside the podcast. A professionally edited transcript comes a few days later; I replace the AI generated transcript once the professional one is available)